Planning for RMDs and Rollovers in a New Era

November 3, 2026 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Member Price $89.00

Non-Member Price $109.00

Overview

Join this webcast on RMDs and rollover strategies, covering advanced planning, common pitfalls, and practical steps to help clients reduce taxes and optimize retirement income.

Highlights

Advanced rollover strategies and Roth conversion planning

Coordinating RMDs across multiple account types

Integrating distribution decisions into retirement and estate planning

Prerequisites

Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts

Designed For

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Objectives

Determine the current IRS rules and regulatory updates governing required minimum distributions (RMDs) and rollover eligibility.
Analyze client scenarios to determine when rollover strategies, including partial rollovers and Roth conversions, may produce tax-efficient outcomes.
Apply how RMD and rollover decisions integrate with a client's broader retirement, estate, and tax-planning objectives, and recommend appropriate planning approaches.